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Description
Opt for a comprehensive transfer agency solution that incorporates automated dealing and share registry functionalities tailored for global fund managers and administrators. This integrated transfer agency platform presents significant advantages for fund managers and administrators alike. Our user-friendly, adaptable portfolio and investment management system enables businesses to scale effortlessly, ensuring efficient handling of subscriptions, redemptions, distributions, and transfers, while maintaining an up-to-date investor register. The solution features a high degree of automation through the client Investor Portal and seamlessly integrates with external products such as Calastone, EMX, and World-Check. Furthermore, the generation of essential outputs, including dealing, valuation, transaction statements, and distribution notices, is fully automated. Additionally, all portfolio data and associated documents are synchronized in real-time or at specified intervals, enhancing operational efficiency and accuracy. By leveraging this advanced technology, global fund managers can streamline their processes and focus on strategic growth.
Description
Both freelancers and large businesses utilize Syncd to enhance accountability, boost productivity, and drive profitability. No matter the scale of your account, you will enjoy full access to all features that Syncd offers. Administrators have the capability to deactivate any user accounts, except for their own, ensuring control over account management. Your Syncd account will not incur charges for users who have been inactive for an entire billing cycle, allowing for cost savings. Even though users are deactivated, their data remains accessible and is still included in reports for reference. At Cerebris, we champion the strength of open source initiatives. As key contributors to several well-regarded open source projects, we excel in leveraging the tools we've created to develop web applications that inspire and empower users. Our latest mobile interface enhancements now provide better compatibility with a wider range of mobile browsers, making it easier for users on the go. Additionally, we've expanded the character limit for time entry notes and improved the flexibility and responsiveness of entry fields, ensuring a smoother user experience overall. These updates reflect our commitment to continuous improvement and user satisfaction.
API Access
Has API
API Access
Has API
Integrations
Desktop.com
Pricing Details
$1500 per month
Free Trial
Free Version
Pricing Details
$5 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Puritas
Founded
2006
Country
Jersey
Website
puritas.co.uk/purefunds/
Vendor Details
Company Name
Cerebris
Founded
1998
Country
United States
Website
www.syncd.com
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Product Features
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project